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To access SIA Tableau reports please complete this access request form. Some Tableau reports may be owned by different teams, for access to:
You will need to be on the campus network or the virtual private network (VPN) in order to gain access to Tableau. Further information on using the VPN is available at: http://www.york.ac.uk/it-services/connect/vpn Once you're connect to the VPN you can log in with your York username (abc123) and password. |
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Projects, workbooks and views can all be added to your favourites, this is a useful way of saving your most used workbooks all in one place. It is recommended that workbooks, rather than views, are added to favourites due to the titles of workbooks being more descriptive. To favourite a workbook click the star next to the workbook title. Once you've added a workbook to your favourites it can be accessed using the navigation panel, they are also displayed on the home page. To remove a workbook from your favourites click the star again.
Favourites can also be accessed while in another workbook using the favourites menu. This has a search function to easily find the workbook you're looking for.
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To view a workbook in full screen mode click the 'Full screen' button. Depending on the size of your screen and the size of the workbook this may allow you to view more data on one page. To get out of full screen mode either press the Esc button on your keyboard or click the 'Exit full screen mode' button.
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To amend the data visible within a view you can use the filters. This won't permanently remove any data, it just hides what's displayed. For some filters you may need to click 'apply' which will appear at the bottom of the filter, other filters will change the data displayed automatically. If you change a filter accidentally you can use the 'undo my last action' button to undo the change. You can also use the 'reset view' button to completely reset all the filters back to the default.
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If you don't want to log in to Tableau daily but require a daily/weekly snapshot you can set up a subscription which will email you a copy of the data. This will be a static image or PDF. To set up a subscription click the 'Watch' button. Tick the 'subscribe me' box and fill in the other options as required. There are various schedules set up which you can select, if there isn't one for the frequency you require please email business-intelligence@york.ac.uk. To remove a subscription you've set up select 'Manage Subscriptions', this will take you to the subscription page of the workbook where you can select the three dots and click 'unsubscribe'.
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